Technology
As a member you will have access to our market leading CRM system – One Mortgage System (OMS).
This has an integrated mortgage sourcing system and protection sourcing system combined with a suitability report, to save you time.
We are continually looking to find ways to make you more productive with your time so you can improve your client journey.
Benefits of OMS
- Step by Step Process
- User friendly
- 24/7 accessibility
- Laptop/Desktop Compatible
- Tablet Compatible
- Windows/Mac OS Compatible
- Documents Storage Facilities
- Easy Setup
- Track Applications
- No Downloads Required
- Data Cloud Stored
- Controllable and Secure
- Email & SMS Notifications
- Client Portal Guide